• Are emerging markets back?

  • 2024/10/15
  • 再生時間： 20 分
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Are emerging markets back?

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  • Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


    Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.
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あらすじ・解説

Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department.


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.
続きを読む 一部表示

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